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Christopher John O'shea

THE FINANCIAL CONSULATE, INC·HUNT VALLEY, Maryland
Unclaimed Profile
11019 MCCORMICK ROAD, HUNT VALLEY, MD 21031CRD# 1957429Firm CRD# 106898
01

About

Christopher John O'shea is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with THE FINANCIAL CONSULATE, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE FINANCIAL CONSULATE, INC
FINANCIAL CONSULATE
AUM
$782M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at THE FINANCIAL CONSULATE, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1957429
Firm CRD# 106898
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher John O'shea offer?
Christopher John O'shea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Christopher John O'shea's credentials?
Christopher John O'shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher John O'shea located?
Christopher John O'shea is based in HUNT VALLEY, Maryland, working with THE FINANCIAL CONSULATE, INC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Christopher John O'shea charge for services?
Christopher John O'shea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE FINANCIAL CONSULATE, INC?
THE FINANCIAL CONSULATE, INC has approximately 23 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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